Bozeman, Montana (PRWEB) December 07, 2016
WealthVest is pleased to announce the addition of Addison Hagan to our team. Mr. Hagan is a Regional Director for Maryland, Washington, D.C. and Virginia.
Mr. Hagan comes to WealthVest with 19 years of industry experience and a long track record of supporting the efforts of his advisors. His experience includes distribution and private wealth management. Most recently Mr. Hagan was with TCW where he was a Vice President in the Wealth Advisor Group. Previously, he provided distribution for Stadion Money Management, Transamerica and Putnam Investments. Mr. Hagan has also spent time in private wealth management with Wachovia, now Wells Fargo, and U.S. Trust, Bank of America Private Wealth Management. Having worked on both sides of the desk, he knows well the rewards—and challenges—advisors encounter every day.
Mr. Hagan earned his degree in Business and Economics from The Virginia Military Institute in Lexington, Virginia and is proud to have served in the United States Marine Corps. He possesses his FINRA Series 7, 65, 63 and 6 as well as the Fundamentals of Alternative Investments Certificate from the CAIA Association.
WealthVest is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.
WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.
The company possesses four sales teams: two field wholesaling teams dedicated to banks and broker-dealers, a field team dedicated to independent agents, and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.